First Foundation Inc. (FFWM) Ownership

5.81 ↑0.33 (6.02%)

As of May 3, 2024, 3:59pm EST.

Institutions
Mutual Funds

Institutional Ownership

FMR Inc is the biggest individual institutional holder of First Foundation Inc. (FFWM), owning a total of 5.1 million shares. Combined, the top 48 institutional holders of FFWM own 96.25% of the company with a total of 54.3 million shares.

In the latest ownership report on December 31st 2023, the top 48 institutional holders increased their combined ownership of FFWM by 2.4 million shares. 12 institutions bought 2,473,169 total additional shares and increased their ownership by an average of 36.87%. However 3 institutions sold 94,959 total shares and decreased their ownership by an average of 3.37%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of First Foundation increased by a net total of 2,378,210 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
FMR Inc	8.986%	0.001%	5,074,294	63	2023-12-31
BlackRock Inc	7.728%	3.509%	4,363,792	147,941	2023-12-31
Azora Capital LP	5.373%	3.087%	3,033,696	90,840	2023-12-31
Vanguard Group Inc	5.010%	0.598%	2,828,844	16,820	2023-12-31
State Street Corporation	3.591%	2.365%	2,027,593	46,846	2023-12-31
Dimensional Fund Advisors, Inc.	2.994%	14.714%	1,690,540	216,843	2023-12-31
Banc Funds Co LLC	2.396%	0.000%	1,353,054	0	2023-12-31
STRATEGIC VALUE BANK PARTNERS LLC	2.385%	0.000%	1,346,482	0	2023-12-31
Geode Capital Management, LLC	1.938%	4.689%	1,094,199	49,004	2023-12-31
Goldman Sachs Group Inc	1.748%	132.742%	987,182	563,030	2023-12-31
Putnam Investments LLC	1.728%	-0.682%	975,668	-6,696	2023-12-31
Morgan Stanley - Brokerage Accounts	1.515%	-9.172%	855,242	-86,363	2023-12-31
Prudential Financial Inc	1.373%	-0.245%	775,302	-1,900	2023-12-31
BHZ Capital Management, LP.	1.315%	33.716%	742,355	187,182	2023-12-31
Maltese Capital Management LLC	1.284%	229.546%	725,000	505,000	2023-12-31
BOOTHBAY FUND MANAGEMENT, LLC	1.025%	0.000%	578,995	578,995	2023-12-31
American Century Companies Inc	0.840%	17.484%	474,427	70,605	2023-12-31

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
FMR Inc	8.986%	0.001%	5,074,294	63	2023-12-31
BlackRock Inc	7.728%	3.509%	4,363,792	147,941	2023-12-31
GMT Capital Corp	5.970%	0.000%	3,368,494	0	2022-12-31
Azora Capital LP	5.373%	3.087%	3,033,696	90,840	2023-12-31
Vanguard Group Inc	5.010%	0.598%	2,828,844	16,820	2023-12-31
State Street Corporation	3.591%	2.365%	2,027,593	46,846	2023-12-31
Brandywine Global Investment Mgmt LLC	3.541%	466.063%	1,998,774	1,645,673	2023-03-31
Macquarie Group Ltd	3.282%	2.645%	1,851,907	47,717	2022-12-31
Dimensional Fund Advisors, Inc.	2.994%	14.714%	1,690,540	216,843	2023-12-31
First Trust Advisors L.P.	2.821%	877.000%	1,591,983	1,429,037	2023-03-31
Philadelphia Financial Mgmt Of San Franc	2.545%	0.000%	1,437,175	1,437,175	2023-09-30
Banc Funds Co LLC	2.396%	0.000%	1,353,054	0	2023-12-31
STRATEGIC VALUE BANK PARTNERS LLC	2.385%	0.000%	1,346,482	0	2023-12-31
Fourthstone LLC	2.148%	0.000%	1,213,013	1,213,013	2023-09-30
Jacobs Levy Equity Management, Inc.	1.954%	-0.210%	1,103,267	-2,321	2023-09-30
Geode Capital Management, LLC	1.938%	4.689%	1,094,199	49,004	2023-12-31
Goldman Sachs Group Inc	1.748%	132.742%	987,182	563,030	2023-12-31
Putnam Investments LLC	1.728%	-0.682%	975,668	-6,696	2023-12-31
Morgan Stanley - Brokerage Accounts	1.515%	-9.172%	855,242	-86,363	2023-12-31
D. E. Shaw & Co LP	1.388%	-32.229%	784,011	-372,839	2023-09-30
Prudential Financial Inc	1.373%	-0.245%	775,302	-1,900	2023-12-31
Acadian Asset Management LLC	1.345%	0.000%	757,878	757,878	2022-09-30
Federated Hermes Inc	1.325%	-32.041%	747,590	-352,468	2023-09-30
BHZ Capital Management, LP.	1.315%	33.716%	742,355	187,182	2023-12-31
Rhino Investment Partners, Inc.	1.292%	8.512%	729,177	57,201	2023-03-31
Maltese Capital Management LLC	1.284%	229.546%	725,000	505,000	2023-12-31
Walleye Trading Advisors, LLC	1.198%	77.484%	676,441	295,314	2023-06-30
Davidson Investment Advisors, Inc.	1.100%	-2.647%	620,714	-16,874	2022-12-31
Jennison Associates LLC	1.095%	-19.818%	617,253	-152,558	2022-12-31
Two Sigma Investments LLC	1.079%	368.594%	608,853	478,921	2023-06-30
Qube Research & Technologies	1.065%	0.000%	601,251	601,251	2023-06-30
BOOTHBAY FUND MANAGEMENT, LLC	1.025%	0.000%	578,995	578,995	2023-12-31
Principal Financial Group Inc	0.977%	-56.475%	551,152	-715,123	2022-12-31
Assenagon Asset Management SA	0.943%	0.000%	532,422	532,422	2023-03-31
AQR Capital Management LLC	0.927%	-16.283%	522,986	-101,717	2023-03-31
Bank of America Corp	0.890%	-9.365%	502,242	-51,894	2022-12-31
Northern Trust Corp	0.860%	-1.058%	485,326	-5,188	2023-09-30
Phocas Financial Corp	0.860%	51.283%	484,678	164,300	2022-09-30
American Century Companies Inc	0.840%	17.484%	474,427	70,605	2023-12-31
Two Sigma Advisers, LLC	0.823%	-10.996%	464,600	-57,400	2023-09-30
Mesirow Institutional Investment Management, Inc.	0.807%	56.278%	454,770	163,770	2022-12-31
Millennium Management LLC	0.754%	139.855%	425,656	248,192	2023-03-31
Citadel Advisors Llc	0.710%	493.446%	400,873	333,323	2023-03-31
Nuveen Asset Management, LLC	0.698%	-25.373%	393,850	-133,905	2022-12-31
Wellington Management Company LLP	0.690%	-28.913%	389,208	-158,300	2023-03-31
Charles Schwab Investment Management Inc	0.672%	0.550%	379,016	2,073	2023-03-31
NAPLES GLOBAL ADVISORS, LLC	0.650%	0.000%	365,988	0	2022-12-31
Allspring Global Investments Holdings, LLC	0.612%	-0.520%	344,683	-1,801	2022-09-30

Mutual Fund Ownership

Fidelity Small Cap Value Fund is the biggest individual fund holder of First Foundation Inc. (FFWM), owning a total of 2.3 million shares. Combined, the top 44 mutual fund holders of FFWM own 56.85% of the company with a total of 32.1 million shares.

In the latest ownership report on March 31st 2024, the top 44 fund holders increased their combined ownership of FFWM by 51 thousand shares. 1 funds bought 12,513 total additional shares and increased their ownership by an average of 1.65%. However 1 funds sold 64,000 total shares and decreased their ownership by an average of 9.4%.

Overall this is a negative sign as the number of shares owned by the top 20 mutual funds holding First Foundation decreased by a net total of -51,487 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
SPDR® S&P Regional Banking ETF	1.819%	0.000%	1,027,350	0	2024-03-31
Vanguard Institutional Extnd Mkt Idx Tr	1.363%	1.653%	769,444	12,513	2024-03-31
Putnam Small Cap Value A	1.093%	-9.398%	616,997	-64,000	2024-03-31
Invesco Dorsey Wright SmallCap Momt ETF	0.774%	0.000%	437,044	0	2024-03-31
State St Russell Sm/Mid Cp® Indx NL Cl C	0.609%	0.000%	343,798	0	2024-03-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Fidelity Small Cap Value Fund	4.040%	0.000%	2,281,375	0	2024-01-31
Fidelity® Small Cap Value	4.042%	0.000%	2,281,375	0	2023-10-31
Vanguard Total Stock Mkt Idx Inv	2.775%	0.000%	1,567,086	0	2024-02-29
Vanguard Instl Ttl Stck Mkt Idx Tr	2.776%	5.002%	1,567,086	74,650	2023-03-31
Delaware Small Cap Core I	2.769%	1.508%	1,560,078	23,175	2023-02-28
Macquarie US Small Cap Core Equity	2.692%	2.705%	1,518,870	40,003	2022-12-31
First Trust SMID Cp Rising Div Achv ETF	2.408%	0.000%	1,358,635	0	2023-04-28
FIAM Small Cap Core CIT Cl B	2.362%	0.000%	1,333,840	0	2024-01-31
FIAM Small Cap Core Composite	2.362%	0.135%	1,333,840	1,800	2023-12-31
FIAM Small Cap Core Class B	2.354%	0.000%	1,326,300	0	2022-12-31
iShares Russell 2000 ETF	2.254%	0.048%	1,272,753	615	2024-03-28
SPDR® S&P Regional Banking ETF	1.819%	0.000%	1,027,350	0	2024-03-31
Vanguard Institutional Extnd Mkt Idx Tr	1.363%	1.653%	769,444	12,513	2024-03-31
Putnam U.S. Small Cap Value Equity	1.206%	-0.307%	680,997	-2,100	2023-12-31
Putnam Small Cap Value Managed Account	1.206%	-0.307%	680,997	-2,100	2023-12-31
Vanguard Extended Market Index Investor	1.177%	-0.155%	664,186	-1,034	2023-08-31
Strategic Advisers Fidelity US TtlStk	1.174%	0.112%	662,847	741	2024-02-29
Strategic Advisers® Fidelity US TtlStk	1.172%	0.481%	661,214	3,164	2023-11-30
Putnam Small Cap Value A	1.093%	-9.398%	616,997	-64,000	2024-03-31
Davidson Inv Multi-Cap Equity	0.946%	12.812%	532,885	60,518	2022-12-31
Fidelity Small Cap Index	0.917%	1.085%	517,948	5,558	2024-01-31
Lord Abbett Small Cap Value A	0.896%	23.161%	505,815	95,122	2024-02-29
Fidelity® Small Cap Index	0.879%	2.764%	495,840	13,338	2023-10-31
iShares Russell 2000 Value ETF	0.870%	-0.063%	491,101	-311	2024-03-28
Invesco Dorsey Wright SmallCap Momt ETF	0.774%	0.000%	437,044	0	2024-03-31
Federated Hermes MDT Small Cap Core IS	0.730%	-38.957%	411,935	-262,892	2023-12-31
Federated Hermes MDT SCC Institutional	0.730%	-38.957%	411,935	-262,892	2023-12-31
Avantis US Small Cap Value ETF	0.722%	0.000%	407,946	0	2024-03-29
Phocas Small Cap Value Equity	0.716%	45.597%	403,725	126,436	2022-09-30
Fidelity® VIP Mid Cap Initial	0.678%	0.000%	382,342	0	2022-10-31
DFA US Targeted Value I	0.619%	-6.932%	349,575	-26,037	2023-08-31
State St Russell Sm/Mid Cp® Indx NL Cl C	0.609%	0.000%	343,798	0	2024-03-31
Avantis® U.S. Small Cap Value ETF	0.589%	0.000%	332,671	0	2023-07-29
DFA US Small Cap I	0.538%	0.000%	303,461	0	2023-04-30
Fidelity® Extended Market Index	0.535%	0.000%	302,092	0	2023-11-30
Fidelity Extended Market Index	0.533%	4.843%	301,069	13,906	2024-02-29
Putnam VT Small Cap Value IA	0.526%	-0.635%	297,103	-1,900	2023-12-31
Dimensional US Targeted Value ETF	0.508%	0.000%	286,793	0	2024-02-29
DFA US Small Cap Value I	0.479%	0.000%	270,066	0	2023-03-31
Orchard US Small Cap Value USD Instl 1	0.443%	0.000%	249,936	0	2023-02-28
TIAA-CREF Quant Small-Cap Equity Instl	0.427%	0.000%	240,960	0	2023-04-30
DFA US Micro Cap I	0.427%	-0.630%	240,729	-1,526	2023-04-30
Schwab US Small-Cap ETF™	0.379%	0.075%	213,822	160	2023-06-30
State St Russell Sm Cap® Indx NL Cl C	0.342%	0.000%	193,087	0	2023-05-31